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iShares Russell 2000 Index shares owned by Jamison Private Wealth Management

Quarter-by-quarter ownership of iShares Russell 2000 Index (IWM) shares owned by Jamison Private Wealth Management from 13F filings

Historical chart of Jamison Private Wealth Management investment in iShares Russell 2000 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Russell 2000 Index held by Jamison Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Russell 2000 Index by Jamison Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $209k 994 210.30
2023-12-31 $11k 53 200.72
2023-09-30 $9.4k 53 176.75